SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: LarsA who wrote (9884)4/16/2001 6:08:38 PM
From: grinder965  Respond to of 196654
 
LarsA,

I wouldn't say the company and its' investors are all joined at the hip but there are no doubt some similarities like a desire to see free, open and fair competition. In terms of personalities perhaps the word PERSEVERENCE best fits <LOL>



To: LarsA who wrote (9884)4/16/2001 6:21:47 PM
From: JohnG  Read Replies (1) | Respond to of 196654
 
LarsA. My opinion is that it is extremely important for all countries that we get on with 3G. It really distresses me to see some parts of the world tryinghard, or just screwing up to block 3G. This PC revolution has slowed down and we really need wireless to kick it off again. Whole groups of humanity are suffering in poverty, partly for lack of telephone infrastructure, which can be provided very inexpensively usinf CDMA WLL and still groups are trying to block or delay it.



To: LarsA who wrote (9884)4/16/2001 8:38:50 PM
From: Cooters  Respond to of 196654
 
Lars,

<<If the QCOM boards in any way reflects the attitude of QCOM the company, its customers should be P.O.'d.>>

Stand back for a second and ponder what you are saying, please. Compare the solution QCOM is offering their current customers to that being offered by NOK, in terms of cost, spectrum, ease of upgrade, compatibility, and time to market. Have the arguments against Q regressed to the point the only criticism is "They aren't nice enough"?

What ever happened to defying the laws of physics.<gg>

Coots



To: LarsA who wrote (9884)4/17/2001 9:31:24 AM
From: Art Bechhoefer  Read Replies (2) | Respond to of 196654
 
Lars, as a long time investor (over 45 years experience), it is not difficult for me to understand why some people would think that QUALCOMM sales, engineering, and management are enthusiastic about their products. After all, the products work better than those made by competitors. Yet others are worried that because QUALCOMM products are designed better and work better than the competition, the competition will suffer too much. Therefore, it is only natural that older companies with market power, but without the latest technology, attempt to force political decisions on service providers, rather than accept rational economic ones.

Old ideas die hard. RCA, which dominated AM radio from the 1920's to the 1950's, at one point tried very hard to discourage the adoption of FM as a replacement for AM because the FM patents had been willed to the industry by Col. Armstrong, the chief designer of the FM circuit. RCA of course did not want to lose royalties on the outmoded AM superheterodyne circuit, and deliberately sold FM table models with poor quality speakers and tuners that drifted away from the frequency. Eventually other companies built really good quality FM sets, and RCA lost both AM and FM business. If there is a lesson here, it is that Nokia and its cronies are attempting similar kinds of manipulation of the market for wireless phones by imposing on customers a system that is inherently more expensive, less efficient, and wasteful of scarce spectrum. Like RCA, Nokia's old ideas are bound to fail because there still are enough parts of the world where competition and cooler heads prevail.